Track sales opportunities and support requests with a Kanban-style drag-and-drop interface.
Optimized pipelines for your sales and service processes
B2B sales tracking and lead management
Customer support and technical issue tracking
Every record in the pipeline is a ticket. It can be a sales opportunity or a support request.
Drag tickets between stages with your mouse. Automatic updates and logging.
Add new stages between the defaults. Customize name, color, and description. (Fixed stages are preserved)
Assign AI Agents to tickets. The agent makes calls automatically and updates ticket information.
AI Agent automatically creates a ticket at the end of a conversation. Customer details, summary, and category are filled in automatically.
Add unlimited notes to each ticket. All call records and transcripts are linked to the ticket.
Ticket counts by stage, average resolution time, and success rates.
Kanban-style visual pipeline management
Comprehensive information and editing page
Quick and easy ticket creation form
Pipeline management is the visual tracking, on a single board, of the stages a lead moves through — from first contact to a closed sale, or a support request from opening to resolution. Each opportunity or ticket is represented as a card that shows its current stage at a glance; you move cards between stages by dragging and dropping them, making sure no lead slips through the cracks and gets forgotten. In an AI call center this process is automated: every conversation the AI assistant handles lands in the right pipeline stage on its own, based on the outcome.
The real power of the pipeline comes from working together with the other modules, not in isolation. Customer details captured during a call are recorded in the built-in CRM system , the conversion rate and average close time of each stage are measured in the analytics and reporting dashboards, and data exchange with your external systems flows two-way through integrations . This way your sales and support teams work from a single source of truth instead of scattered spreadsheets.
No separate software or technical team is needed for setup. Ready-made pipeline templates are provided for sales and support; you can customize stage names, colors and priorities to fit your own workflow. Thanks to the drag-and-drop interface, your team adapts within minutes.
Without a structured pipeline, opportunities get lost in tracking spreadsheets, support requests fall behind, and teams don't know which task is a priority. A visual pipeline removes this uncertainty:
To see how pipeline management works for your sales and support teams, you can start with a free trial and review the packages that fit your needs on our pricing page .
The CRM is the database that stores customer details and interaction history; the pipeline is the visual workflow that shows which stage the sales or support process with those customers is in. The two work together: the CRM answers 'who', and the pipeline answers 'where the process is'.
Yes. You can use the ready-made sales and support templates, or fully customize the stage names, order and colors to match your own workflow. You can also define multiple pipelines for different teams.
Yes. When the AI assistant completes a conversation, it automatically creates a card (ticket) in the appropriate pipeline stage based on the topic and outcome, sets its priority and assigns it to the relevant team. No manual entry is required.
You move cards from one stage to another by dragging and dropping them with your mouse. Each move automatically updates the card's status and history, so the entire journey of an opportunity or request stays traceable.
Yes. The pipeline synchronizes the data collected during calls with the built-in CRM and transfers it to your external systems via API. You can also review the scenarios where the pipeline is used in the use cases section.
Boost your efficiency with pipeline management